HeyJaredThe Equity Dispatch
The biweekly newsletter offering research into and analysis of listed companies. Thought pieces published by J Capital Research.
- Indexed issues, last 90 days
- 7
- Latest publication
- Sep 16, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest issues
Hub Group Inc (HUBG) (opens the original)
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Hub Group is a logistics company whose revenue, profits, and operating cash flows have been declining since 2023. Added to that, early last February the company disclosed significant accounting misstatements. As of September 16, Hub has failed to produce corrected historic filings as well as subsequent 2026 quarterly filings needed to comply with Nasdaq requirements and says it may be forced to delist. The lengthening time it is taking for the company to get back to SEC filing compliance may ind
Karman Holdings Inc. (KRMN) (opens the original)
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Karman Holdings is a defense roll-up that books high revenue growth and consistent, albeit modest, profitability without generating positive operating cash flows. Maybe this is just a pattern defense contractors and subcontractors have to live with—the government pays slowly. But we wonder whether the soaring revenue and backlog is really going to turn into high cash generation for the company that its current share valuation suggests.That concern is compounded by Karman’s habitual debt-fueled a
Note to Subscribers (opens the original)
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Equity Dispatch publishes 24 times a year. We publish every other Wednesday, occasionally adjusting issuance time depending on market events. We skip two issues a year, once during the August doldrums and once at the Christmas holiday. This year, the skipped issues are August 19 and December 23. We will resume publication on Wednesday, September 2.Thank… Read more
Renew on purpose, not by mistake! (opens the original)
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Dear Paid Subscribers,Please make sure that you are not automatically billed for renewing Equity Dispatch but instead CHOOSE to renew. We want you as subscribers but only by choice. If you’re fine with automatic renewal, do nothing.If not, do this. The embedded Substack payments tool, Stripe, does not offer the option of turning off automatic billing. W… Read more
Weibo Corporation (NASDAQ: WB; HKEX: 9898) (opens the original)
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Weibo (WB) looks like it may be acting as banker to a troubled controlling parent. According to legal analysis, Sina Corporation (SINA) has recently been ordered by the Grand Court of the Cayman Islands to pay over $1 bln to remunerate dissenting shareholders for a bum rush in SINA’s 2021 privatization deal. Significant controversy surrounded SINA’s low-ball privatization offer led to a revolt from dissenting minority shareholders. This $1 bln payment order from a court that holds significant st
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